Licensed Private Client Banker

KeyCorp
United States
Workplace: OnsiteFull timeUSD 25 - 38.46 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Client-focused","Problem-solving","Relationship building","Integrity","Time management"]

Serve clients as a trusted advisor within the Key Private Client Program, managing the full client relationship using a plan-based approach to financial wellness. Use conversations and fact-finding to recommend investment and insurance solutions, achieve individual sales/referral goals, and build a referral pipeline through centers of influence. Open personal and business accounts, partner with branch teams, and support branch operations while ensuring compliance and participating in branch huddles and Saturday work as directed.

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FursaFursa
KeyCorp
KeyCorp
1 day ago

Licensed Private Client Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Serve clients as a trusted advisor within the Key Private Client Program, managing the full client relationship using a plan-based approach to financial wellness. Use conversations and fact-finding to recommend investment and insurance solutions, achieve individual sales/referral goals, and build a referral pipeline through centers of influence. Open personal and business accounts, partner with branch teams, and support branch operations while ensuring compliance and participating in branch huddles and Saturday work as directed.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Deliver client-focused financial advice by assessing needs, gathering/documenting client data, and recommending investment and insurance solutions.
  • •Consistently meet individual activity, behavior, and outcome goals and expectations.
  • •Build a client referral pipeline through prospecting, identifying/developing centers of influence, and documenting calling efforts.
  • •Develop and maintain in-depth knowledge of private client products/services and competitive offerings to support meaningful financial wellness conversations.
  • •Open personal and business accounts and support branch operations by assisting with client transactions on the Teller line as needed while ensuring compliance with policies and procedures.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •High School Diploma/GED or equivalent experience (required).
  • •FINRA licenses S6, S63, and FINRA Security Industry Essentials (SIE) (required).
  • •Life, Accident, and Health Insurance Licenses (required).
  • •Experience developing and maintaining customer relationships, achieving sales goals, and building referral sources in insurance and investment products (required).
  • •Foundational sales/service skills including tele-consulting, outside calling, prospecting, and networking; strong rapport-building and influencing partners (required).
Experience:Financial servicesBankingInsuranceInvestmentsPrivate client
Education:High School
Skills:Client-focusedProblem-solvingRelationship buildingIntegrityTime management
Licenses:Life, Accident, and Health Insurance Licenses
Certifications:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)
Tech Stack:PCsMS WindowsMicrosoft WordMicrosoft ExcelMobileAppsWeb browsing

Company Brief

KeyCorp
KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cleveland, United States
Founded: 1849
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn